First Steps

Welcome to the Life Steps family!

We’re very happy to have you. We know it can seem like there’s a lot to learn, but we know with a few tips you’ll be ready to go in no time. Follow the steps below to get familiar with the app, then explore once you feel comfortable.


Check out Tooltips

Tooltips can be accessed using the "?" icon in the header bar of the screen you’re viewing. These will show you a diagram of the current page so you can see what everything does. Just tap the "x" or "DONE" in the popup top to close and go back to the app.


Save the "Welcome to Life Steps" Resource

It’s helpful to have a reference you can get back to easily whenever you need it. We’ve made one especially for our new Life Steps users. To find it:

  • Tap on "Resources" in the menu at the bottom of the screen.

  • Search for "Welcome to Life Steps" then tap it to view.

  • Tap the bookmark icon in the Resource to save it.

  • Get back to it anytime by going to the Resources tab > tapping "My Saved Resources" > tapping to open and view the Resource.


Visit the Help Category in Resources

There are a lot of helpful guides and articles in the "Help" section of Resources. To access them:

  • Open the Resources page.

  • Tap "Browse by Category" at the top.

  • Scroll and tap on "Help".

You can find helpful Life Steps Guides, How to Videos, and even tips on how to get the most out of Life Steps. If you find any that are articularly helpful you can save them for quick access later.


Get Familiar with the Help Center

This article you’re reading is one example of the helpful articles available here in the Help Center. You can access the Help Center from the Life Steps app anytime from the "My Account" menu.

Simply tap "Get Help" to access the Help Center right in the Life Steps app

Browse the different categories and use the Search field to see how you can quickly find answers to common questions and get tips on how to use Life Steps.


Learn how to Contact Support

Our support team is always there to help you should you run into any issues using Life Steps. You can contact them directly through your "My Account" menu by tapping "Contact Support".


Learn about your Dashboard

Your Life Steps Dashboard makes it easy to manage your account and view Resources on your laptop or tablet. Visit and sign in using your normal Life Steps info. Take a look at Resources and the "My Account" menu to get familiar.


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